The Universal Banker provides timely and efficient completion of client transactions, maintaining accurate records and proper handling of all monies assigned. This role delivers superior quality service by identifying and understanding the client’s financial needs. The Universal Banker is cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities.
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Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
5,001-10,000 employees